Recent Successes

"Client First" is Citi’s process improvement program for measuring the satisfaction of clients like you and making it easier to do business with us.

You told us: Reduce complexity of account documentation

We’ve listened and understand your pain points. Our goal is to reduce administrative burdens and eliminate duplicate and cumbersome documents no matter where your company holds accounts with us. As a result of your feedback, we are standardizing guidelines and document templates for account openings, closings, and modifications, supplementing them with practices that meet specific local requirements.

Our new global documentation team is working with client organizations and representatives from our legal, product, and operations departments to develop policies and practices that address frequently-cited documentation issues. We have also formed regional teams to coordinate best practices on a global scale and liaise with clients like you.